education

Education

This page contains information on our professional development programs which include, IFATC, CFP, CLU, CH.F.C., RHU and REBC. You can scroll down or click on each word to go directly to the topic.

Insurance and Financial Advisors Training Course (IFATC)

Surveys show that IFATC is the surest route to increased productivity and competence.

Sales concepts and technical knowledge are given equal weight during the program. Students study the sales-related process of:

	prospecting,
	how to finalize a sale,
	the world of income tax,
	registered retirement savings plans,
	a wide range of markets, and
	much more.

There are three courses within this program of studies, IFATC 101, 102 and 103. Each course has 13 or 14 sessions.

Completion of these courses is essential for anyone who wishes to build a solid career as a financial advisor. It is also the first important step to obtaining the coveted designations CFP, CLU and CH.F.C.

Course format

The IFATC course of studies is available in two formats: 1) weekly classes or 2) correspondence. Students in either format complete assignments.

30 CE credits per course.

To obtain further information contact the Professional Development Chair click here

The Greater Niagara Chapter of Advocis provides access to a number of professional development courses leading to the following titles and designations.

Certified Financial Planner (CFP)

A CFP has a solid foundation of financial planning skills which are obtained by completing six courses which include:

	Interpersonal Relationships
	Wealth Accumulation
	Financial Planning for Retirement
	Investment Products & Strategies
	Risk Management & Estate Planning
	Professional Practice

Chartered Life Underwriter (CLU)

A CLU is a financial advisor with advanced knowledge who, in addition to completing the six CFP courses referred to above, has completed the following courses related to life and health insurance as well as employee benefits:

	Group Benefits
	Disability Insurance
	Advanced Tax
	Law
	Planning for Business Owners & Professionals
	Applied Estate Planning

Chartered Financial Consultant (CH.F.C.)

A CH.F.C. is a financial advisor with advanced knowledge who, in addition to completing the six CFP courses referred to above, has completed the following courses related wealth accumulation and retirement planning:

	Advanced Retirement Planning
	Advanced Capital Accumulation
	Advanced Tax
	Law
	Planning for Business Owners & Professionals
	Applied Financial Planning

Registered Health Underwriter (RHU)

The two course RHU program concentrates on disability insurance and covers the following topics and more:

	Historical Development of Disability Insurance
	Individual Disability Income
	Business Overhead Expenses
	Disability Buy-sell
	Key-person Insurance
	Group and Government Plans
	Tax Status of Disability Benefits
	Group Insurance Underwriting
	Claims and Legal Issues
	Employee Benefit Plans
	Critical Illness
	Long Term Care

Registered Employee Benefits Consultant (REBC)

This five course program will be of interest to financial advisors who specialize in employee benefits consulting and includes the following courses:

	Retirement Planning
	Group Benefits
	Selective Human Resource/Compensation Issues
	Group Benefits- A Practical Application
	Advanced Pension/Retirement Plans

This page contains information on our professional development programs which include, IFATC, CFP, CLU, CH.F.C., RHU and REBC. You can scroll down or click on each word to go directly to the topic.

Surveys show that IFATC is the surest route to increased productivity and competence.

Sales concepts and technical knowledge are given equal weight during the program. Students study the sales-related process of:

prospecting,

how to finalize a sale,

the world of income tax,

registered retirement savings plans,

a wide range of markets, and

much more.

The Greater Niagara Chapter of Advocis provides access to a number of professional development courses leading to the following titles and designations.

This five course program will be of interest to financial advisors who specialize in employee benefits consulting and includes the following courses:

For additional information on any of these programs contact the Professional Development Chair click here

Copyright � 1999 Greater Niagara Chapter
Last modified: November 30, 2003

This page contains information on our professional development programs which include, IFATC, CFP, CLU, CH.F.C., RHU and REBC. You can scroll down or click on each word to go directly to the topic.

Surveys show that IFATC is the surest route to increased productivity and competence.

Sales concepts and technical knowledge are given equal weight during the program. Students study the sales-related process of:

prospecting,

how to finalize a sale,

the world of income tax,

registered retirement savings plans,

a wide range of markets, and

much more.

The Greater Niagara Chapter of Advocis provides access to a number of professional development courses leading to the following titles and designations.

This five course program will be of interest to financial advisors who specialize in employee benefits consulting and includes the following courses:

For additional information on any of these programs contact the Professional Development Chair click here

Copyright � 1999 Greater Niagara Chapter Last modified: November 30, 2003

Copyright � 1999 Greater Niagara Chapter
Last modified: November 30, 2003